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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $3.8B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1204 New
Page 60 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 TOVX THERIVA BIOLOGICS INC Healthcare 41,745.0 $9K NEW $0.21 +42.6%
1182 VRME VERIFYME INC Industrials 14,155.0 $9K NEW $0.60 +11.1%
1183 ATER ATERIAN INC Consumer Cyclical 11,868.0 $8K NEW $0.70 +71.1%
1184 FIBROBIOLOGICS INC 33,348.0 $7K NEW $0.22
1185 PRESURANCE HOLDINGS INC 10,357.0 $7K NEW $0.71
1186 VISTAGEN THERAPEUTICS INC 10,000.0 $7K NEW $0.66
1187 MAISON SOLUTIONS INC 18,318.0 $6K NEW $0.32
1188 LONGEVITY HEALTH HLDGS INC 14,154.0 $4K NEW $0.30
1189 BINI BOLLINGER INNOVATIONS INC 17,316.0 $2K NEW $0.09 -14.6%
1190 FLEXSHOPPER INC 242,606.0 $24.0 NEW $0.00
1191 WTS/CHICKEN SOUP FOR THE SOUL 11.5000EXP10/22/2026 16,651.0 NEW
1192 DIH HLDG US INC 13,052.0 NEW
1193 FARFETCH LTD - CL A 130,000.0 NEW
1194 MMC NORILSK NICKEL JSC-ADR (DTC VERSION) 55,815.0 NEW
1195 MAIL.RU GROUP LTD. 15,031.0 NEW
1196 NOVOLIPETSKIY METALLURGICHESKIY KOMBINAT 16,716.0 NEW
1197 LUKOIL PJSC 34,782.0 NEW
1198 PHOSAGRO PJSC 15,222.0 NEW
1199 SEVERSTAL PAO 23,540.0 NEW
1200 SURGUTNEFTEGAS PJSC 10,905.0 NEW
Page 60 of 61  ·  1,204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.3%
Technology 14.4%
Consumer Cyclical 12.0%
Basic Materials 6.7%
Healthcare 5.3%
Consumer Defensive 4.0%
Energy 4.0%
Industrials 3.2%
Communication Services 2.6%
Real Estate 1.8%